Services

Automation and reporting for lenders and debt buyers, with or without a system conversion.

Legal and collections automation

AI imports law-firm status reports, invoices and vendor files. People review only the exceptions.

Executive and lender reporting

Reports and dashboards that refresh on a schedule and tie to the ledger.

Data conversions

Move loans and accounts off an old servicing or collection system with balances and payment history intact.

Reporting database on your current system

Keep the system you have and add a SQL Server reporting database on top of it.

Servicing transfers and portfolio boarding

Transfers in and out, and purchased portfolios checked before they load.

AI-ready data

Servicing data cleaned and organized in one place, so AI tools, reports and automations can use it.

Start with a free consultation

On a free call we look at your system and data and give you an honest view of your options. After the call, we send you an estimate.

  • The first call and consultation are free.
  • We price hourly, per project, or on a monthly retainer.
  • You know the price before any work starts.

How we price

  • Per project. A quoted price for an automation, reporting build, conversion or reporting database.
  • Hourly. Reporting and data support when you need it.
  • Monthly retainer. Ongoing support and regular check-ins, monthly or quarterly.

We send an estimate after the first call. The first call and consultation are free.

Talk to us

Tell us what system you're on and where the data needs to go.